Quantum Growth for Financial Advisors

We're back with another episode of Quantum Growth for Financial Advisors! In this episode, Jon Kuttin unpacks the mindset and habits that drive high-performing financial advisors toward lasting personal and professional growth. Drawing from influential books like Relentless, Atomic Habits, and Mindset, Jon shares how mastering self-talk and integrating knowledge are essential to leveling up—both in business and in The post Discipline, Drive and the Relentless Edge with Jon Kuttin appeared first on Kuttin Consulting Group.

We're back with another episode of Quantum Growth for Financial Advisors! This week, host Jon Kuttin dives into the critical topic of self-leadership and personal development—essential skills for any financial advisor looking to grow both professionally and personally. In this episode, Jon explores the 10-20-70 model of adult learning, emphasizing that 70% of meaningful growth comes from real-world experience and application. He The post From Self-Talk to Self-Leadership: Rewiring Your Mind for Change with Jon Kuttin appeared first on Kuttin Consulting Group.

This Week on Quantum Growth for Financial Advisors we are back with Part 2 of a special episode with a live coaching session with Jon Randall of XFA.Coach and Jon Kuttin of Kuttin Consulting Group! This episode offers a deep dive into actionable growth strategies for financial advisory firms, featuring insights from two seasoned industry leaders. The post Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 2 appeared first on Kuttin Consulting Group.

This Week on Quantum Growth for Financial Advisors we are back with Part 1 of a special episode with a live coaching session with Jon Randall of XFA.Coach and Jon Kuttin of Kuttin Consulting Group! This episode offers a deep dive into actionable growth strategies for financial advisory firms, featuring insights from two seasoned industry leaders. The post Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 1 appeared first on Kuttin Consulting Group.

Joseph Greco, Managing Director at Elite Advisor Successions, shares insights into the intricate world of buy-side strategies in the wealth management M&A landscape. He discusses the importance of experienced buyers for successful acquisitions and the critical traits that define them. Greco emphasizes strategic buyer representation, the value of coachability, and the need for a solid succession planning approach. With anecdotes and real-world scenarios, he illustrates how personalized strategies and gradual transitions can enhance relationships during ownership changes.

In this episode of Quantum Growth for Financial Advisors, Jon Kuttin welcomes Joseph Greco, Managing Director of Elite Advisor Successions, to explore the record-breaking M&A activity reshaping the wealth management industry in 2024. Joseph shares his journey in wealth management M&A and discusses how Elite facilitates transactions across the independent broker-dealer and RIA space. The conversation The post Mergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph Greco appeared first on Kuttin Consulting Group.

In this engaging discussion, Jon Randall, a seasoned coach for financial advisors, shares transformative strategies to achieve million-dollar success. He highlights the pivotal role of mindset and self-perception in overcoming plateaus. Listeners discover how to tackle capacity constraints by reassessing client bases and employing client tiering for enhanced profitability. Randall emphasizes a proactive, CEO-like approach to time management and client acquisition, enabling advisors to adapt and thrive in an ever-evolving industry.

This Week on Quantum Growth for Financial Advisors, we’re excited to welcome back one of our most frequent and insightful guests, Jon Randall. In this episode, Jon Kuttin and Jon Randall dive deep into how financial advisors can attract, prospect, and engage high-value clients—especially during times of market volatility. Jon Randall highlights that consistent and The post Mastering High Value Client Acquisition and Referral Techniques with Jon Randall appeared first on Kuttin Consulting Group.

In this week’s episode of Quantum Growth for Financial Advisors, Jon welcomes Lera Kooper, Partner at Accountability Services, for an insightful conversation about the evolving role of CPAs in today’s advisory landscape. Lera shares her journey of transforming traditional, compliance-focused accounting into a proactive, year-round advisory service aimed at reducing stress for business owners and maximizing long-term value. She and The post The Future of Business Advisory: Proactive Advice & Collaboration Between CPAs and Advisors with Lera Kooper appeared first on Kuttin Consulting Group.

Part 3 of Our Hands-On Session with Jon Kuttin is Here! In this episode, Jon dives into the challenge of making the intangible tangible, emphasizing the importance of accountability and raising standards as a business grows. He introduces the phrase "higher level, new devil," highlighting how success brings fresh challenges that demand quick solutions. Drawing The post The Power of Decisive Action Part 3 – More, Better or Different: Crafting Your Next Best Action with Jon Kuttin appeared first on Kuttin Consulting Group.